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Difficulty: HardData Export, Backup Services, and Mass Operations

An enterprise administrator needs to bulk-import thousands of new child Service Contract records and automatically link them to existing parent Account records using Data Loader. The parent Account records already contain a unique custom External ID field named Legacy_Account_ID__c. What is the correct sequence of steps the administrator must follow to successfully map and relate the child records to parent Accounts using Data Loader?

  1. 1Verify that all parent Account records in Salesforce have their Legacy_Account_ID__c field populated with unique external values.
  2. 2Prepare the child Service Contract CSV file, ensuring it includes a column populated with the corresponding parent Legacy_Account_ID__c for each contract.
  3. 3Launch Data Loader, select the Insert operation, choose the Service Contract object, and browse to select the prepared CSV data file.
  4. 4In the Auto-Match or manual mapping step, map the CSV column containing the parent ID to the relational field syntax Account:Legacy_Account_ID__c.
  5. 5Execute the data operation and inspect the generated success and error logs to verify successful record creation and parent relationship linking.

Answer

The correct sequence starts with verifying parent record External IDs in Salesforce, preparing the child CSV file with parent External ID foreign keys, initializing the Data Loader Insert operation, mapping the CSV column to the Account:Legacy_Account_ID__c relationship reference field, and concluding with executing the operation and inspecting success/error logs.
The workflow requires establishing prerequisites first (ensuring parent External IDs exist in Salesforce), preparing the child CSV file with those external keys, configuring Data Loader for the child object insert, mapping the CSV key column to the related parent External ID syntax (Account:Legacy_Account_ID__c), and finally running the import while checking the execution log files.

Step-by-Step Solution

1
Ensure parent Account External IDs exist in Salesforce
Salesforce Accounts are properly indexed and ready for external key matching
Data Loader cannot resolve foreign key relationships if the target external identifier field is blank or missing on parent records.
2
Prepare child record CSV with parent External ID column
Source CSV contains accurate foreign key references for each child row
Data Loader relies on foreign key values in the import file to determine which Account each Service Contract belongs to.
3
Initialize Data Loader Insert wizard for Service Contract
Data Loader parses CSV headers and connects to the Service Contract object schema
Selecting the proper object and file establishes the baseline schema mapping context.
4
Map foreign key column to Account:Legacy_Account_ID__c
Field mapping establishes a relational lookup using the parent External ID
Data Loader syntax requires selecting the related object's External ID field (Account:Legacy_Account_ID__c) rather than standard Account ID.
5
Run operation and analyze output log files
Service Contract records are created in Salesforce linked to appropriate parent Accounts
Post-execution audit ensures all rows succeeded and errors are isolated for remediation.

Key Concept

Relating Child Records via External ID in Data Loader Mass Operations
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Topics

Data Export, Backup Services, and Mass Operations

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